Job Description and Responsibilities

Interactive Brokers LLC, is expanding its Client Services Key Accounts Group in Chicago, IL. We are searching for a candidate with prior experience in the financial services industry, with extraordinary attention to detail, and strong communication skills.Coordinate activities with other local and international Customer Service divisions and Contribute to the development of client service systems, policies and procedures. Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.  Client inquiries typically encompass a broad array of themes including:

    • Operations of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools 
    • Cash deposit and withdrawal activity, position transfers, and account administrative functions
    • Product availability and attributes
    • Exchange, clearing and depository functions
    • Order types and routing logic
    • Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
    • Margin calculations
    • Commission structure, interest and fees 

Qualifications

  • Bachelor’s or advanced degree
  • Minimum 3 years experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse)
  • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat
  • In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income
  • Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
  • Computer: proficiency with Windows operating system and various MS applications (Word/Excel). Any UNIX, web development, or database familiarity helpful but not required. Must be very adept in using the internet for information collection. Bloomberg, Reuters or similar data application experience required at an intermediate or higher level
  • Registrations: FINRA Series 7, 63 or ability to obtain licenses.
  • Multi-language skills a plus.

Company Overview

 

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